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| Section | Weight | Objectives |
|---|---|---|
| Develop deals using intelligent opportunity research | 25–30% | - AI-assisted deal progression strategies - Opportunity insights and forecasting |
| Qualify and prioritize leads using AI | 15–20% | - Lead scoring and qualification models - AI-driven lead prioritization workflows |
| Extend and enhance Sales | 10–15% | - Extending Dynamics 365 Sales with AI capabilities - Integration with Microsoft Copilot and Power Platform |
| Optimize AI-driven sales | 20–25% | - Sales productivity and automation enhancement - Copilot and AI assistant capabilities in Sales |
| Configure Dynamics 365 Sales core features for AI | 15–20% | - Data and process setup for AI features - Sales environment configuration |
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NEW QUESTION # 34
Hotspot Question
A sales manager needs to set up goals in Dynamics 365 Sales for salespeople.
The measurement of goals must be based on the total deal amount upon closing an opportunity.
The fiscal year for the goals must be based on the calendar year.
You need to create the rollup query for the goal metrics.
Which options should you select? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
The correct table is Opportunity because the goal measurement is based on deal amounts when opportunities are closed. In Dynamics 365 Sales goal metrics, rollup fields define which table and source attribute are used to calculate actual or in-progress goal values. Microsoft's goal metric documentation gives the direct example of using the Opportunity table with the opportunity actual value/source attribute to track actual money amounts from opportunities closed as Won.
The correct date field is Actual Close Date because the goal period must be determined by when the deal was actually closed, not when the opportunity was created. Microsoft's goal metric configuration guidance states that the Date Field determines the goal period that records roll up into, and gives Actual Close Date as the relevant example.
The correct revenue field is Actual Revenue because the requirement is based on the total deal amount upon closing the opportunity. Budget Amount and Total Amount do not represent the final closed deal value for goal actuals. Goal rollup fields calculate actual performance values for completed measurable results, which fits closed opportunity revenue.
NEW QUESTION # 35
You configure Dynamics 365 Sales for a company.
Sales managers require sellers to use a structured lead qualification process before converting leads to opportunities.
You need to ensure sellers use a structured lead qualification process.
What should you configure?
Answer: A
Explanation:
The correct configuration is Business process flow. A structured lead qualification process requires sellers to move through defined stages and steps before a lead is converted into an opportunity. Microsoft describes business process flows as a way to guide users through stages of sales, marketing, or service processes toward completion. Business process flows can also include branching logic and defined steps, which makes them the correct mechanism for standardizing how sellers qualify leads before conversion.
NEW QUESTION # 36
Sellers at a company require access to Dynamics 365 Sales from mobile devices.
Some sellers cannot access records after installing the sales mobile app.
You need to ensure that the sellers can use the mobile application.
Which two components should you configure? Each correct answer presents part of the solution.
Choose two.
NOTE: Each correct selection is worth one point.
Answer: C,D
Explanation:
The correct components are mobile security roles and appropriate user licenses. Installing the mobile app alone does not grant access to Dynamics 365 Sales records. Microsoft's mobile setup guidance states that Dataverse security privileges control access to Dynamics 365 mobile apps, and the required mobile privilege is preconfigured for Sales roles but may need to be added to custom roles. It also states that the app must be shared with the security role assigned to the user, and users without the privilege can see an empty app list or an access error.
The license requirement is equally important. The Dynamics 365 Sales mobile experience exposes Sales Hub or Sales Professional according to the user's license, so sellers must have the correct Dynamics 365 Sales license assigned before they can access the appropriate Sales app and records. Mobile offline profiles are used for offline synchronization scenarios; they are not the base requirement for record access after app installation. Inbound and outbound profiles are unrelated to Sales mobile access and are not used to authorize sellers in the mobile application.
NEW QUESTION # 37
You manage Dynamics 365 Sales for a company.
A sales manager wants a weekly performance view of the Sales Close Agent in Research mode.
The sales manager also reports that a specific Opportunity stopped receiving automated outreach from the Sales Close Agent in Engage mode.
You need to do the following:
. Determine if the engagement for the opportunity record is pending, completed, or failed.
. Provide a performance view that includes the Last refreshed and the time period filter.
You need to identify the correct monitoring metrics for each requirement.
Which metrics should you review? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Answer:
Explanation:
Explanation:
Requirement
Component
Record engagement is pending, completed, or failed
Sales Agent Runs table view
Weekly performance view of the Sales Close Agent in Research mode
Insights and metrics for the Sales Close Agent
For a specific opportunity that stopped receiving automated outreach, use the Sales Agent Runs table view .
Microsoft states that to resolve the engagement status of a specific record, administrators can go to the sales agent run record view and filter the Regarding column by the record of interest. The Status field shows whether the engagement is Active , Failure , or Completed ; Active means pending, Failure means the engagement failed, and Completed means it finished successfully.
For the manager's weekly performance requirement, use Insights and metrics for the Sales Close Agent .
That is the performance reporting surface for the agent, not the per-record run table. The requirement specifically mentions a weekly performance view plus Last refreshed and a time period filter , which maps to the agent's insights dashboard/metrics area. The Sales Agent Runs view is operational monitoring for individual records, while the insights and metrics view is for aggregate performance analysis such as engagement outcomes, response rates, and trend monitoring. Do not select Engage settings because settings configure how the agent behaves; they do not provide performance metrics. Opportunity pipeline view helps sellers manage opportunities, but it is not the agent performance monitoring dashboard.
References/topics: Sales Close Agent monitoring; Sales Agent Runs table; engagement status; Sales Close Agent insights and metrics; Research mode performance reporting.
NEW QUESTION # 38
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear on the review screen.
You are deploying AI agents for a company using Microsoft Dynamics 365 Sales.
The company wants to ensure that AI usage is tracked and billed monthly.
The company requires that AI billing uses pre-paid credits.
You need to configure the billing based on the requirements.
Solution: Create an Azure subscription.
Does the solution meet the goal?
Answer: B
Explanation:
The solution does not meet the goal. Creating an Azure subscription is associated with pay-as- you-go billing scenarios, not the required pre-paid credits model. Microsoft's Dynamics 365 Sales agent billing guidance states that Sales Copilot and agent capabilities support two billing models:
prepaid capacity and pay-as-you-go. Prepaid capacity uses Copilot Studio message pack subscriptions purchased in advance, while pay-as-you-go bills for actual message consumption during the month.
Because the requirement explicitly says AI billing must use pre-paid credits, the correct approach is to purchase Copilot Studio message packs or Copilot Credits and assign/manage that capacity for the relevant environment. Power Platform guidance explains that Copilot Studio credits/capacity are managed and monitored through the Power Platform admin center, and if prepaid capacity is exhausted, admins must reallocate capacity, purchase more credits, or enable pay-as-you-go. An Azure subscription may be required for pay-as-you-go cost management, but it does not satisfy a prepaid-credit requirement by itself. Therefore, the proposed solution is incorrect.
NEW QUESTION # 39
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